Concurrent Investment Advisors, LLC's ownership history for IYW

Concurrent Investment Advisors, LLC currently holds 18.1K shares with a market value of $3.3M. It started holding IYW on 2024-09-30. At its peak, it held 152.8K shares on 2025-12-31. Its highest holding value was $30.5M on 2025-12-31. At its lowest, it held 18.1K shares on 2026-03-31, with a value of $3.3M on 2026-03-31. In the recent 180 days, Concurrent Investment Advisors, LLC has decreased its shares by 77.1K. In the recent year, Concurrent Investment Advisors, LLC has decreased its shares by 8.8K.